Well run airlines. Lower oil prices. American market for air travel is still strong, and that's where the Delta mostly flies. Putting it into my own personal airline package with Southwest and a few others.

Delta is a well established company with a great management team and nice profit margin. A company with a nice profit margin----even in rough times the company will be able to make the needed changes to regain control.

Delta stock has pulled back quite a bit recently. It's true that unit revenue growth has slowed to a crawl, but Delta has managed to keep its non-fuel costs more or less flat. Meanwhile, fuel efficiency is on the rise and fuel prices are declining. In other words, Delta can expand its profit margin even further without trying to push fares higher. Meanwhile, Delta is an industry leader in terms of free cash flow and capital return. A solid stock by any measure!